Bits of Stock

Compensation

Full Description

Company Overview Bits of Stock is revolutionizing how financial institutions engage younger generations by transforming everyday spending into wealth-building opportunities. Founded in 2016 by former Wall Street algorithmic trader Arash Asady and technologist Ryan Gary, we're on a mission to democratize investing and combat wealth inequality through the power of fractional ownership. We've partnered with leading financial institutions and core & digital banking providers like Jack Henry & Associates Inc (NASDAQ: JKHY) to prove that stock rewards are a wealth generation engine. Our NYU-backed research shows stock rewards drive 51x more engagement than traditional cashback, with customers increasing monthly spend by 50.6% and swipes by 24.1%. We're SOC2 certified, integrated with major banking platforms (Q2, Jack Henry), and backed by investors who believe in our vision of making stock ownership accessible to the 68% of young adults who currently have little to no investments. About Our Product Bits of Stock is the embedded investment platform that turns debit card swipes into stock ownership. We enable community banks and credit unions to offer their members something traditional rewards programs can't: a path to building real wealth. How it works: Members earn fractional shares of stock with every purchase, can round up transactions to invest spare change, and manage their growing portfolio—all within their existing banking app. No minimum balances. No trading fees. Just their everyday spending transformed into long-term wealth. Why it matters: 70% of Gen Z want their primary financial institution to help with financial goals, but traditional banks struggle to engage them. We bridge that gap by making investing as easy as swiping a card. Our platform removes the biggest barrier to investing—risking your own money—by letting members start with rewards they've already earned. The impact: Financial institutions using Bits of Stock see immediate results: increased deposits, higher interchange revenue, and most importantly, deeper relationships with younger members who view their bank as a partner in building wealth, not just a place to store money. What You'll Actually Build • Implementation playbooks that get FIs from contract to launch in weeks, not months • Success metrics dashboards that prove ROI and drive expansion conversations • Training programs that turn bank staff into stock rewards evangelists • Case studies that help close the next dozen deals • Feedback loops that turn customer pain points into product improvements • Expansion strategies that grow revenue without growing churn The Role You'll take complete ownership of Customer Success at Bits of Stock, becoming the bridge between our financial institution partners and our product team. You'll guide FIs through implementation, ensure they achieve their business goals, and turn successful launches into expansion opportunities that drive our growth. What You'll Do • Own the implementation lifecycle from kickoff to go-live, ensuring smooth and timely launches • Run monthly and quarterly business reviews that showcase value and uncover expansion opportunities • Create a tight feedback loop with product, turning FI needs into roadmap priorities • Partner with sales to develop compelling case studies and success stories • Drive expansion revenue by identifying upsell opportunities and new use cases • Build implementation playbooks that scale our ability to onboard new FIs efficiently • Manage technical integrations with digital banking providers and core systems • Train FI teams on best practices for driving member adoption • Track and optimize key success metrics across your portfolio Required Skills • 3-5 years of customer success or account management experience in B2B SaaS • Experience managing complex implementations with multiple stakeholders • Strong project management skills with ability to juggle multiple accounts • Excellence at translating technical concepts for non-technical audiences • Data-driven approach to measuring and demonstrating customer value • Experience with QBRs and executive-level relationship management • Proven track record of driving expansion revenue and reducing churn • Exceptional written and verbal communication skills • Ability to influence product roadmap through customer insights Bonus Points • Experience with digital banking platform implementations (Q2, Jack Henry, Alkami) • Knowledge of financial services, banking operations, or credit unions • Background in fintech or embedded finance solutions • Experience with banking core providers (Fiserv, FIS, Symitar) • Understanding of compliance requirements in financial services • Technical background or ability to troubleshoot API integrations • Experience building customer education programs • Track record of turning customer feedback into product improvements Tools We Use Salesforce • Jira • Notion • Slack • Metabase • Pendo • Loom What We Offer • Meaningful equity in a Series A-ready fintech company • Flexible PTO • Remote work with quarterly team gatherings • Direct impact on financial inclusion at scale • Own the entire customer success function as we grow • Work directly with C-suite executives at financial institutions • Clear path to VP of Customer Success as we scale To Apply We want to see how you think about customer success in our unique context. Instead of a cover letter, tell us: • Describe a time you turned a struggling implementation into a success story. What was going wrong, and how did you fix it? • How would you structure the first 90 days of implementation for a 50,000-member credit union launching stock rewards? What helps: Specific metrics and timelines. We'd love to hear "reduced implementation time from 16 weeks to 6 weeks by creating reusable training materials" rather than vague success stories. Note: Be prepared to walk through your approach to expansion revenue and how you'd measure success in our interviews.